Instruct James Sharp to make investment decisions on your behalf with our premium Discretionary Service.
We compile a bespoke portfolio based on your circumstances, investment objectives and priorities.
Our Discretionary Service is ideal for those who do not have the time or confidence to navigate their investments, often in situations where investments have been inherited.
You will be assigned a direct Investment Manager who will continuously monitor your investments, providing peace of mind.
You will receive a quarterly portfolio review providing an update on how the investments are performing as well as online access to the performance on your investments through our Conectus Portal.
The Discretionary Service is available to clients who have a minimum of £150,000 to invest.